China Life Insurance Co. Ltd. (LFC)

All Comments on LFC

  • commenter
    Apr 03 01:09 AM
    China Stocks: Still No Sign of a Bottom [view article]
    The Chinese stock may be bottomed out, but when the Chinese people get the slightest scare, as when stock starts to drop, instead of waiting for a rebound, they panic, and sell off fast, and it will take a while for them to regain some trust. JADG is an interesting stock. It has some good reading material. Reply
  • commenter
    Apr 02 03:22 PM
    China Stocks: Still No Sign of a Bottom [view article]
    I think that enough is enough,really. This is the bottom. Only problem is that there is no enough volume to support. Stop speculating, start investing.

    Reply
  • commenter
    Apr 02 02:05 PM
    China Stocks: Still No Sign of a Bottom [view article]
    So. . .? This is a rare dumb column for this site. Look at the technicals! A lot of these have definitely found a plateau, and some have started to turn. How far they will go is another question, but. . .please! Reply
  • commenter
    Mar 31 11:42 PM
    My Website
    Chinese Health Insurance: Rapid Growth, But a Seemingly Unprofitable Business [view article]
    Another large insurance company is Royal Sun Alliance. Insurance is nearly always a profitable business, when ran correctly. Expat insurance in China is growing very quickly Reply
  • commenter
    Mar 26 12:50 PM
    My Website
    Under The Radar News - Tuesday [view article]
    More analysts diss Merrill. - Perhaps these analysts should be involved in assessment of their employers. They seem to have more insight into financial health of this troubled market than people who run it. Isn't is great to be paid for just an opinion and have no accountability for an outcome? Oh, wait, don't their bosses are doing just the same for even more money? Why do we care what they estimate? Reply
  • commenter
    Mar 26 12:41 AM
    Wall Street Breakfast: Must-Know News [view article]
    The Wall Street Journal reported that General Growth Properties and Simon Property Group are planning to sell shares to raise cash, which would dilute current share holders value. This is comparable to a recent experience in England. The press reported that cap rates in England were lower than mortgage rates and the REIT was forced to sell shares to raise cash for redemption's.

    In looking at the balance sheet of Simon Properties, the long term debt was reported to be $19 billion in real estate which was financed with $17 billion in long term debt. I question the terms of the long term debt. It has been reported that 59% of the mortgage debt for commercial properties was interest only! Further raising doubt is the report by Mood's that the loan to value ratio was typically 110% or more.

    So, the reason for the sale of shares may be that the interest only loans at substantially interest rates have caused a problem for Simon.
    Reply
  • commenter
    Mar 24 03:34 PM
    Wall Street Breakfast: Must-Know News [view article]
    Only in America can a group of "former executives" who drove their company into bankruptcy turn around a month later and borrow $2 billion to float a scheme patterned after the one that bankrupt their previous operation. And of course it won't be Black Rock itself that ponies up the $2 billion. They will borrow it from someone like Citi or Bank of America that will lend it to them no-questions-asked.

    And five years from now the Federal Reserve will buy the toxic waste the new scheme generates, leaving the taxpayer to foot the bill. As I say, only in America.
    Reply
  • commenter
    Mar 24 09:27 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Leave it to former CountryWide executives to find a way to profit further, while of course helping the public like they did previously when originating those nefarious loans to begin with. Yea, do us a favor guys. Reply
  • commenter
    Mar 24 09:07 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Always appreciated. Easy to not comment on such a helpful start to each day. Many thanks. Deaver Reply
  • commenter
    Mar 04 05:25 AM
    My Website
    Are You Short or Long China? [view article]
    First of all, Renesola had a 52 week high of $14.19 and priced it's IPO at $13. $82 is inaccurately shown on Yahoo! Finance and is wrong.

    Secondly, China Finance Online has a P/E of 42 based on 2007 earnings. You may be using Yahoo!'s data again, which is dated.

    Finally, The reason why Home Inns trades at a high PEG is that they are spending a lot of money building new hotels. Once the pace of expansion slows, capex will shrink and profits will expand.

    I don't own any of these companies and have no intention of doing so. Baidu, Shanda and Ctrip are much better investments in my opinion.
    Reply
  • commenter
    Mar 04 02:35 AM
    Are You Short or Long China? [view article]
    I largely agree with fxtrader07, though it depends on the business. For example, Ctrip and Home Inns have very little to do with the US economy – they serve the domestic market. That’s one reason why I have positions in both, despite their rich valuations. Reply
  • commenter
    Mar 03 04:51 PM
    Are You Short or Long China? [view article]
    How do you calculate a PE for China Finance On-Line of 172?
    Looks to me like its about 45 on 07 earnings and about 28 on projected 08 earnings. Its growing at 50%.
    Looks like a bargin to me.
    Am I missing something??
    Reply
  • commenter
    Mar 03 09:49 AM
    My Website
    Are You Short or Long China? [view article]
    Why does GSH appeal to you? How does the recent heavy snow affect its load factor and earnings? Reply
  • commenter
    Mar 03 08:21 AM
    Are You Short or Long China? [view article]
    the chinese can have it both ways. the americans can't.
    face it, the motherland of all bubbles (i.e. the u.s.) is of declining importance to nations like china. sure, they will feel the negative impact of a recession. but it won't matter to them even half as much as a few years ago
    Reply
  • commenter
    Mar 03 06:41 AM
    My Website
    Are You Short or Long China? [view article]
    The big question is whether China is "de-linked" from the US economy. If we head into a deep and long recession, how will this affect China?

    Before, when everything was looking great the China story was all about globalization; but now that our economy is looking terrible, we say China is de-linked. We cannot have it both ways.
    Reply